ASSETMARK, INC VBR Holdings History
ASSETMARK, INC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, ASSETMARK, INC held 4.17 Mil shares of Vanguard Small Cap Value ETF(VBR), totaling $777.72 Mil. This investment constitutes 2.14% of their stock portfolio, and ASSETMARK, INC now holds 2.73% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2014Q1. And since then ASSETMARK, INC has made 31 purchases of VBR, at an average price of $146.79, for a total of 4.44 Mil shares. In addition, there have been 5 sales at an average price of $106.60 for 267,273.00 shares. Based on historical transaction data and VBR's current price of $200.50, ASSETMARK, INC's estimated gain on his VBR holdings is $213.48 Mil, reflecting a 32.74% gain to date.
ASSETMARK, INC VBR ($200.50) Holding Chart
ASSETMARK, INC VBR ($200.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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